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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,820 | $101,778-49.1% | $164,975-68.6% | $80,925-36.0% |
| Participation rate | 72.7% | 71.8%+0.9pp | 78.6%-5.9pp | 67.7%+5.1pp |
| Annual return | 13.49% | 16.73%-3.2pp | 70.12%-56.6pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,495 | $2,954-15.5% | $4,343-42.5% | $2,756-9.5% |
| Participant deferral / active EE | $4,630 | $4,477+3.4% | $6,033-23.3% | $4,299+7.7% |
| Admin fee / account holder | $26,459 | $8,221+221.8% | $12,688+108.5% | $6,940+281.2% |